Bessent gets Drucked.
But the bigger story is not just whether 10-year yields “should” be higher.
The bigger story is what the administration is actually doing with the old system breaking from AI.
TGA talk. Buybacks. Repo plumbing. Stablecoins. Japan. Yen intervention.
They are trying to stop the long end from becoming the fiscal disciplinarian.
That matters because the old system is running on human time:
debt, entitlements, taxes, deficits, and Congress.
AI runs on a different clock.
Compute demand is exploding. Agents are coming. Tokenization is becoming the global financial rail. Bitcoin is no longer just a protest asset, it is becoming part of the macro time debate.
This week’s video is about Bessent, Druckenmiller, Warsh, AI compute, tokenization, Ethereum, Solana, and why Bitcoin may be the cleanest signal that the old clock is breaking.
At this point, crypto skeptics do not have to become believers, but if AI is compressing time and the old financial system is still settling in human time, they can no longer afford to stay uneducated.
in 2026, Agentic infrastructure was built. In 2027, agentic activity explodes changing market structure, economic activity and time the way we know it. Be prepared for the disruption.
Watch here: https://t.co/JzmdyXK3aF
Japan is wobbling
Gold smelled something. bitcoin snorted it.
Bessent said "whatever it takes."
Larry said "we're going to need a bigger boat."
They can never stop printing. Wall street just doesn't know it yet.
new episode.
EVERYTHING CANADIANS WERE TOLD IS A LIE 🇺🇸 CLAIMS 🚨🇨🇦
Howard Lutnick says Mark Carney walked away from the U.S. deal for political reasons.
He says Canada had an agreement the best deal in the world.
And on French?
“What could matter less to America?”
Lutnick says the French-language issue was never the real problem and claims Carney wanted out because fighting Trump was politically useful ahead of key by-elections.
If that is true, this is far bigger than a failed trade negotiation.
Liberals are willing to DESTROY the economy, kills jobs and increase cost of living for power.
"I tried mining at home. It was a nightmare."
Welcome to Hotel GoMining, where you own the hash rate, and we handle the hardware, the electricity, the maintenance.
The daily Bitcoin lands in your wallet. You just check in.
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We're doing another @Bitkey giveaway!
A built-in screen. No seed phrase. 2-of-3 multisig.
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Working with Dolly on “Home Sweet Home” was one of the true highlights of our career. We can still hear her voice saying, “Well, how about that, Dolly and Mötley at #1?”
Thank you for the music, the laughter, the kindness and the inspiration, Dolly.
Our deepest condolences to her family, friends, and fans around the world.
With love and respect,
Mötley Crüe
Think of your GoMining level like a character build.
Three stats, and your highest one defines you:
🟣 Hashrate — the miner
🟣 Locked GOMINING — the holder
🟣 Friends' activity — the connector
You don't grind all three. You lead with your strength.
💬 Which build are you?
“The tape does not concern itself with the why and wherefore.” Jesse Livermore
That is the point of this week’s video.
In 2014, Marc Andreessen wrote *Why Bitcoin Matters* and said Bitcoin offers “a sweeping vista of opportunity to reimagine how the financial system can and should work in the Internet era.”
That era is here now.
AI compresses time.
The old system starts to break.
Terminal value for fiat assets get harder to trust.
The fiat system keeps borrowing against the future.
Stripe prepares for AI agents.
The Fed Chair and Treasury Secretary accept Crypto as the new financial rail.
This is the AI-Crypto-Macro Nexus — the point where all three collide.
Now Bitcoin is back above the 200-day on a seven sigma pattern seen two times in the last decade.
Ethereum is also above the 200-day.
The tape is confirming the story.
If you still don’t know why Bitcoin matters, the tape is speaking now.
https://t.co/1yJuxlPDz7
Currently the largest weekly rise in BTC since the beginning of last bull market coming out of 2022. Sentiment is low, Bessent is quoting Satoshi in posts, Tech Momentum Vol is at 45 year highs and AI agents are about to change the global economy measurements while the new Fed Chair has five task forces to restructure the way monetary policy is done leaving academic economists lost while the Treasury Sec is doing unconventional interventions to stop the old system from breaking. As Michael Saylor says, you don't find Bitcoin, Bitcoin finds you. Going to be a fun video this weekend.
Stripe building the agentic payment platform just said on A16z pod that "tokens are the new dollars"
Jensen Huang building the GPUS for the AI factories just said in his X post "in the AI economy, compute is revenue"
Together, that’s the AI economy:
money → compute → intelligence → output.
AI is breaking the old link between economic output and human time.
The AI Macro Nexus Point where AI and crypto merge to form the new agentic speed economy is starting now.
https://t.co/oB6nGLCX1a
Heads up: a proposed bitcoin hard fork called eCash is expected around late August 2026.
Shakepay won’t support eCash or related forked assets. Your bitcoin remains bitcoin.
Be careful with fake airdrops, phishing links, and “claim your coins” scams.
AI Is Changing Time: Those Who Can’t Compete, Compute
The biggest mistake investors are making in AI is treating this like a normal tech cycle.
It is not.
AI agents do not sleep.
They do not take lunch.
They do not stop working.
They exponentially consume tokens in AI time
The supply of compute is built in human time
AI is changing time
“Year-over-year” is a human framework being applied to a non-human workforce.
Productivity is ultimately the creation of more economic output per unit of time
AI is beginning to manufacture that time at digital speed.
That is why earnings are accelerating while hiring is not. That is why compute demand is insatiable. And that is why old academic models are breaking down in real time.
This week’s video covers:
Why global EPS is breaking out
Why compute is becoming the new infrastructure layer
CoreWeave, Google, SpaceX and the race for gigawatts
Why the next AI constraint may be financial, not physical
Why crypto rails, stablecoins and tokenization matter for consumer agents
Why the academic Fed is missing the regime change
The AI bull market is not just about models.
It is about compute, time compression and the financial rails that agents will need to operate.
"Those who can’t compete, compute."
Watch: https://t.co/Jf703dPszD
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We're doing another @Bitkey giveaway!
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Winner announced Tuesday 8/18 at 4PM EST.